Library / Data quality / data-quality-005

Name casing cleanup for first name, last name, and company name

Data quality Operations Hub Professional Contact Simple ~20 min to build

Outcome. Names entered in all caps, all lowercase, or inconsistent casing are converted to proper title case, so emails, exports, and sales collateral display correctly.

Workflow mapEnrollment, branches and actions at a glance
flowchart TD
    A[First or last name known, not yet cleaned] --> B[Custom code: title-case first + last name]
    B --> C[Set First name, Last name]
    C --> D{Company name known?}
    D -->|yes| E[Custom code: exception check + title-case company name]
    E --> F[Set Company name]
    D -->|no| G[Skip]
    F --> H[Set Name casing status = Cleaned]
    G --> H

When to use it / when not to

What the full spec adds

  • Prerequisites: 3 items, every property with its internal name, type and options
  • Enrollment: trigger, criteria as ticked in the UI, re-enrollment rule, suppression
  • Steps: 5 numbered actions with their parameters, branches and delays
  • Known pitfalls: 4 traps seen in production
  • Test plan, Variants and the YAML build spec
  • Files: PDF, Markdown, properties JSON to create the fields in one API call, and the custom coded action as a ready-to-paste .js file

One-time payment. Includes every spec added to the pack later, up to the full 500. Consultants: Everything, forever adds the agency licence for unlimited client portals.

Everything add-on Install this workflow in my portal Two clicks: authorise your portal, confirm. Properties created, workflow delivered switched off, ready to review. Coming to Everything and Pro buyers first.